Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus KAR Small-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CREATION TECHNOLOGIES INTERNATIONAL, INC. CREATION TECHNOLOGIES 401(K) PLAN | BOSTON MA | 1,442 | $93.0M | $656K |
| 2 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | SAGINAW MI | 428 | $46.2M | $371K |